We provide independent financial advice to business owners, companies and individuals to help plan for their financial futures. This is delivered by a constantly growing team of experienced advisers who are supported within the firm by compliance, technical, paraplanning, sales support and finance teams using the latest technology and market leading products to deliver the best possible solutions for the clients.
All advisers within the firm commit to undertake regular and ongoing ‘continuous professional development’ to maintain and improve their knowledge and skills across all financial planning areas. Many advisers within the firm have also gained higher level qualifications and individual Chartered status and Fellowships through our in-house exam training academy.
All of the products and services that we offer are tailored to meet our clients’ objectives, providing a personal approach to a complex financial world.
Whether we are providing advice to an individual or a business, the financial planning process is the same:
Establishing a client relationship
Your adviser will clearly explain the services to be provided to you and will define your and their responsibilities within your relationship. They will explain how and when the firm will be paid and agree how long the professional relationship should last.
Gathering data, objectives and goals
Your adviser will ask for the information about your financial situation and any existing plans you may have and will discuss your needs and goals and your ideal timescales to achieve them. They will also discuss how you feel about various financial risks.
Analysing and evaluating your financial status
Your adviser will analyse the information gathered to assess your current situation and determine what you need to do to meet your needs and goals and will then formulate a plan for you.
Presenting the plans and recommendations
Your adviser will discuss the plan and offer recommendations that address your needs and goals and will help you understand them fully so that you can make an informed decision.
Implementing the recommendations
Your adviser will implement the recommendations for you or coordinate the process if other professionals are required to be involved such as solicitors, accountants or other specialists.
Monitoring and reviews
Your adviser will agree a review schedule with you to monitor the progress of the recommendations and make any amendments to them should your circumstances or other relevant factors change.
1 Barnfield Road, Manchester, M33 4BL
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